Use the Workflows module to change the current activity

Sometimes it is necessary to change the activity workflow task to a different one. For example, if a user advances the workflow and then realizes there was something else they needed to do, or changes were made and previous editors need to review them.

Required permissions

To create, view, update, and delete workflows you must either be an Administrator, the project Owner, or have the following permissions:

Create, read, update, and delete permissions to the Projects module.
For the Projects module, your user account must be listed under the following Property: can_initiate_assignment.
- If you are an administrator, refer to Allow users to create project assignments and workflows.

Tips and tricks

You can also access the Change active assignment in the Projects module in the Workflows panel. Follow the steps in: Use the Projects module to change the current activity.
The Change active assignment option is only available for workflows that have a State of Executing.

To use the Workflows module to change the current activity:

From the top menu, select Workflows.
By default, the Projects tab is displayed. If it's not opened, select it.
Find the workflow that contains the activity you want to change.
Important notes:
- For help searching, follow the steps in: Find a workflow on the Projects tab.
- The workflow must have a State of Executing.
In the activity's row, click the Options menu and select Change active assignment.
On the Transitions screen,
1. Select the transition that moves the workflow to the activity you want to be current.
2. Click Create assignment.
Confirm your change on the Transitions screen by clicking Yes.
Results:
- The State of the current assignment is set to Completed.
- The workflow moves to the selected transition. For example, you might see a notification that a new assignment is created.